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Jonathan Michael Vogel

Retirewise TAX AND Wealth Advisors, Inc.

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About Jonathan Michael Vogel

Jonathan Vogel is an investment advisor representative with Retirewise TAX AND Wealth Advisors, Inc. Jonathan Vogel has been in the industry since 2013 and has a Series 6, Series 63, Series 65 and SIE license. Jonathan Vogel has a background in insurance and is an owner of CFG, Inc., an insurance product brokerage business.

Firm Information

Jonathan Vogel is currently registered with Retirewise TAX AND Wealth Advisors, Inc.. Retirewise TAX AND Wealth Advisors, Inc. is a registered investment advisor headquartered in Topeka, Kansas. They provide financial planning, portfolio management for individuals, and educational seminars. The firm manages approximately $115 million in assets for 540 clients, including high-net-worth individuals and individuals other than high-net-worth.
Retirewise TAX AND Wealth Advisors, Inc.

2820 SW MISSION WOODS DRIVE

TOPEKA, KS 66614

$115.27M

Assets Under Management

53

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Vogel’s Registration & Firm History

KS

10/07/2016 - Present

Retirewise TAX AND Wealth Advisors, Inc. (TOPEKA KS)

KS

03/16/2015 - 04/29/2016

THE O.N. EQUITY SALES COMPANY (TOPEKA KS)

KS

03/07/2013 - 12/31/2014

THE O.N. EQUITY SALES COMPANY (TOPEKA KS)

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Licenses & Designations

IA

Issued 06/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Michael Vogel.
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